Overview
When creating a new pipeline, you must select which statuses should be visible. This determines which matters will automatically appear in that pipeline.
Selecting Matter Statuses for a Pipeline
PNC (Potential New Client): Recommended for intake pipelines.
Hired: Recommended for case management pipelines.
Multiple Statuses: A catch-all pipeline can include PNC, Hired, and Lost statuses.
Understanding Status Filtering
Matters can be placed in any pipeline, regardless of the selected status filters.
However, if a matter's status does not match the selected statuses for that pipeline, it will not be displayed.
This feature reduces clutter in your pipeline view.
Example: Handling Lost Leads in Intake Pipelines
A PNC that changes to Lost will still technically exist in the intake pipeline.
However, you likely do not want lost leads clogging up the pipeline view.
In this case, configure your pipeline to only show PNC matters.
If needed, use the Show All Matters toggle to briefly view lost leads.
Adjusting Status Selection
If a pipeline regularly requires toggling Show All Matters, reconsider the status settings.
Some firms prefer a single, all-encompassing pipeline including:
Intake (PNC)
Case Management (Hired)
Lost Leads (Lost)
Use sub-status selection to refine pipeline visibility further.
You can also use the status selection, highlighted above, to select any sub-statuses. Do this if you would like to narrow the pipeline visibility on a more granular level.
FAQ
Can I edit the status selection on a pipeline after creating it?
Yes. Navigate to Settings > Pipeline Settings, select the edit pencil for the pipeline, and modify the status settings.
Can I see contacts on my pipeline or just matters?
Pipelines only display matters. If you need to track a contact, create a matter for them and assign it to a pipeline stage.